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M•••••• B• F•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor15 years in industry

M•••••• B• F•••

Advisor at A•••• W••••• A•••••••

BELLEVUE, WA | CHANDLER, AZ

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Search this name across graphsid dfx:ria:08e18fcc-ef98-0b0b-f37a-9b3592739ae0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 3, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: A•••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 30, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• W••••• A•••••••	Independent wealth	May 27, 2022	n/a	yes	CHANDLER, AZ\|BELLEVUE, WA	Current employment
D••••••	Independent wealth	Aug 3, 2015	Mar 31, 2022	no	CHANDLER, AZ

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••	A•••• W••••• A•••••••	Mar 31, 2022	May 27, 2022	57	Firm change	RIA to RIA

Relationships

Registered with (2)

→ A•••• W••••• A•••••••Registered adviserregistration: current employment
May 27, 2022 to presentfactForm ADV
→ D••••••Registered adviserregistration: previous registration
Aug 3, 2015 to Mar 31, 2022factForm ADV

Dated events

Occurred
Mar 31, 2022
Advisor changed firm
M•••••• B• F••• left Dynamic for A•••• W••••• A••••••• (registered 2022-05-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08e18fcc-ef98-0b0b-f37a-9b3592739ae0
First observed: Aug 3, 2015
Last observed: Sep 15, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.